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DFA US Targeted Value R1 DFTVX

Analyst rating as of
NAV / 1-Day Return
31.04  /  0.80 %
Total Assets
13.2 Bil
Adj. Expense Ratio
0.430%
Expense Ratio
0.430%
Fee Level
Low
Longest Manager Tenure
9.20 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.20%
Turnover
20%
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Morningstar’s Analysis

Will DFTVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A broad and cost-effective small-value strategy.

Summary

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DFA U.S. Targeted Value Portfolio offers broad exposure to the small-cap value segment of the U.S. market. Its well-diversified portfolio, cost-effective execution, and competitive fee earn the fund a Morningstar Analyst Rating of Silver.

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